Remote Estate Planning Consultant | Uncapped Commission

Co-op Group; Ipswich; On-site; GBP 80,000 - 100,000; Full time

Job summary

A growing legal services company seeks experienced Self-employed Estate Planning Consultants across the UK. The role offers flexible work, commission-based earnings, and the chance to manage your own workload. Successful candidates will have experience in estate planning and will align with client needs while cooperating with a leading team. Ability to conduct client appointments mainly via video calls is essential.

Benefits

Uncapped commission-based earnings

Flexibility to manage your workload

IT equipment provided

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills with an empathetic nature.
• Confidence when presenting and engaging an audience.

Responsibilities

• Attend appointments generated by the company.
• Discuss the benefits of estate planning products.
• Capture customers' instructions using software.

Skills

Estate planning experience

Interpersonal skills

Ability to relay complex legal information

Presentation skills

Negotiation skills

IT literacy

Education

IPW or SWW certification

Legally qualified through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

Job description

A growing legal services company seeks experienced Self-employed Estate Planning Consultants across the UK. The role offers flexible work, commission-based earnings, and the chance to manage your own workload. Successful candidates will have experience in estate planning and will align with client needs while cooperating with a leading team. Ability to conduct client appointments mainly via video calls is essential.